Worksite Education
A low-cost, high-impact employee benefit
Prism Financial Resources’ financial education program is a low-cost benefit that delivers outstanding value to your organization and your employees. Our programs can help you recruit and retain top employees, improve employee productivity and increase your retirement plan participation and funding.
We keep your costs low by providing full-color, interactive workbooks, professional presentation tools and advertising materials to promote the classes. Our programs can help your employees reach their most important financial goals, ranging from home ownership to college funding to retirement. Make an affordable PFR education program part of your benefit package and watch your productivity and profitability soar!Comprehensive courses provide objective education
Your employees will receive a comprehensive, objective financial education when you offer a Prism Financial Resources program. Our workshops cover an extensive range of topics, including financial basics, investing, retirement plans, risk management, estate planning and more. No specific products or services are discussed or sold during the classes.
The classes are presented by licensed financial professionals who have knowledge and experience in many areas of money management and financial planning. You can count on Prism Financial Resources to deliver superior financial education programs that help you and your employees prosper in today’s challenging economic times.
Strategic Partnerships with America’s Financial Education Leaders
When you contract with Prism Financial Resources, you’re putting America’s financial education leaders to work for your future. We use award winning financial education programs from Successful Money Management Seminars and Emerald Publications, two of the world’s financial education leaders. These programs have been the choice of hundreds of America’s top employers for more than two decades.
Why not put these world-class resources to work in your organization? Contact PFR for a no-obligation consultation. We’ll show you how to start building a stronger future for your organization and your employees. Call now to discover a new dimension in financial education with Prism Financial Resources, one of California’s – and America’s – leading financial education companies!
A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site